John Laird
Financial Adviser in Sydney, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000243285
- Location
- Sydney NSW 2000
- Licensee
- Conicklaird Pty Ltd (AFSL 281268)
- Authorised since
- 1 November 2017
- First provided advice
- 1990
- Qualifications
- Bachelor of Commerce, University of Queensland (1970); FCPA, Certified Practising Accountant Australia (1998); Fellow of CPA, Certified Practising Accountant Australia (1998); Certified Financial Planner, Financial Planning Association of Australia (2000); MAI769 Ethics for Financial Services (Intensive), Deakin University (2021); Tax for Financial Advising, Kaplan Professional Education (2024)
- Memberships
- CPA Australia (CPA); Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending
- Restriction
- Deposit and payment products limited to Basic Deposit Products and Deposit products other than basic deposit products
- Tax (financial) advice
- Yes
- Register status
- Current
About John Laird
John Laird is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Sydney, New South Wales (adviser number 000243285).
Advice is given under the Australian financial services licence of Conicklaird Pty Ltd, licence number 281268. That authorisation dates from 1 November 2017.
According to the register, John first provided financial advice in 1990. The qualifications listed for John include Bachelor of Commerce (University of Queensland, 1970), FCPA (Certified Practising Accountant Australia, 1998) and Fellow of CPA (Certified Practising Accountant Australia, 1998). John is recorded as a member of CPA Australia (CPA) and Financial Advice Association of Australia (FAAA).
John is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and government debentures, stocks and bonds, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
A further restriction is recorded on the register: “Deposit and payment products limited to Basic Deposit Products and Deposit products other than basic deposit products.”
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Questions people ask
Is John Laird a registered financial adviser?
Yes. John Laird is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000243285.
Which licensee does John Laird work under?
Conicklaird Pty Ltd, Australian financial services licence 281268.
What can John Laird give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending. It also records this restriction: "Deposit and payment products limited to Basic Deposit Products and Deposit products other than basic deposit products."